7 In-Depth Modules

Real-world examples and practical action tips in every lesson, from bookkeeping basics to government contract readiness.

Knowledge Checks Built In

Confirm what you've learned after each module with knowledge checks (80% passing score required).

Your 90-Day Action Plan & Certificate

Walk away with a completed 90-Day Compliance Action Plan built around your business, plus a certificate of completion.

About the Course

Most business owners stop learning the moment their entity paperwork is filed — and that's exactly where the real risk begins. Beyond the LLC is a comprehensive course built for entrepreneurs, nonprofit leaders, and small business owners who are ready to move past "I have an LLC" and into "I run a financially sound, compliant, fundable business." Across 9 chapters — an orientation, 7 in-depth modules, and a capstone action-plan chapter — you'll build real, usable systems for your business. Taught by Dr. Bianca R. Adams, PhD, EA, PMP, this course translates federal tax law, Texas compliance rules, IRS procedures, fraud prevention, and government contracting requirements into plain language you can actually apply — with real examples, practical action tips, and knowledge checks along the way. By the end, you won't just understand your obligations. You'll have a completed 90-Day Compliance Action Plan built around your own business, and a certificate confirming you've done the work.

Who This Course Is For

• New business owners who formed an LLC, S-corp, or nonprofit and now need to know what comes next • Established entrepreneurs who want to clean up bookkeeping gaps before they become IRS problems • Nonprofit executive directors and founders managing grants, board oversight, and compliance • Business owners pursuing bank financing, grants, or government and school-district contracts • Anyone who wants to stop outsourcing 100% of their financial understanding to someone else

Dr. Bianca R. Adams, PhD, EA, PMP

Dr. Bianca R. Adams, PhD, EA, PMP is the founder of Money Triumphs Inc. and Money Triumphs Academy™, where she teaches financial literacy, tax compliance, and business development to entrepreneurs and nonprofit leaders. As a credentialed Enrolled Agent (EA) with a PhD and PMP certification, she brings both technical tax expertise and hands-on project management discipline to every module of this course — built from real experience helping business owners get their books, taxes, and contracting readiness in order.

Curriculum

9 Chapters · 156 Lessons

    1. (Included in full purchase)

      Welcome to Money Triumphs Academy™

    2. (Included in full purchase)

      How to Use This Course

    3. (Included in full purchase)

      The Money Triumphs Academy™ Scholar Mindset

    4. (Included in full purchase)

      Understanding the Purpose of the Course

    5. (Included in full purchase)

      Course Expectations and Completion Requirements

    6. (Included in full purchase)

      Educational and Professional Disclaimer

    7. (Included in full purchase)

      Orientation Knowledge Check

    1. (Included in full purchase)

      Business Ownership Is a Responsibility

    2. (Included in full purchase)

      From Business Idea to Business Operation

    3. (Included in full purchase)

      Understanding Common Business Structures

    4. (Included in full purchase)

      Legal Structure Versus Tax Classification

    5. (Included in full purchase)

      Employer Identification Numbers

    6. (Included in full purchase)

      Establishing a Business Bank Account

    7. (Included in full purchase)

      Understanding Commingling

    8. (Included in full purchase)

      Owner Contributions and Owner Withdrawals

    9. (Included in full purchase)

      Establishing a Financial Foundation

    10. (Included in full purchase)

      Common Financial Mistakes New Business Owners Make

    11. (Included in full purchase)

      Module Review and Practical Application

    12. (Included in full purchase)

      Module 1 Knowledge Check

    1. (Included in full purchase)

      Understanding Bookkeeping

    2. (Included in full purchase)

      Bookkeeping Versus Accounting

    3. (Included in full purchase)

      Cash-Basis and Accrual-Basis Accounting

    4. (Included in full purchase)

      Understanding the Chart of Accounts

    5. (Included in full purchase)

      Tracking Business Income

    6. (Included in full purchase)

      Categorizing Business Expenses

    7. (Included in full purchase)

      Receipts and Supporting Documentation

    8. (Included in full purchase)

      Record-Retention Systems

    9. (Included in full purchase)

      Bank Reconciliations

    10. (Included in full purchase)

      Developing a Monthly Bookkeeping Routine

    11. (Included in full purchase)

      Common Bookkeeping Mistakes

    12. (Included in full purchase)

      Module Review and Practical Application

    13. (Included in full purchase)

      Module 2 Knowledge Check

    1. (Included in full purchase)

      Why Business Owners Need Financial Statements

    2. (Included in full purchase)

      Understanding the Profit-and-Loss Statement

    3. (Included in full purchase)

      Revenue, Cost of Sales, and Gross Profit

    4. (Included in full purchase)

      Operating Expenses and Net Profit

    5. (Included in full purchase)

      Understanding the Balance Sheet

    6. (Included in full purchase)

      Assets, Liabilities, and Equity

    7. (Included in full purchase)

      Profit Is Not the Same as Cash

    8. (Included in full purchase)

      Understanding Business Cash Flow

    9. (Included in full purchase)

      Creating a Business Budget

    10. (Included in full purchase)

      Developing a Cash-Flow Forecast

    11. (Included in full purchase)

      Understanding Break-Even

    12. (Included in full purchase)

      Building a Business Emergency Reserve

    13. (Included in full purchase)

      Using Financial Reports to Make Decisions

    14. (Included in full purchase)

      Module Review and Practical Application

    15. (Included in full purchase)

      Module 3 Knowledge Check

    1. (Included in full purchase)

      Understanding the Business Owner's Tax Responsibilities

    2. (Included in full purchase)

      Reporting Business Income

    3. (Included in full purchase)

      Ordinary and Necessary Business Expenses

    4. (Included in full purchase)

      Business Expenses Versus Personal Expenses

    5. (Included in full purchase)

      Supporting Business Deductions

    6. (Included in full purchase)

      Understanding Self-Employment Tax

    7. (Included in full purchase)

      Understanding Estimated Tax Payments

    8. (Included in full purchase)

      Establishing a Tax Savings System

    9. (Included in full purchase)

      Employees Versus Independent Contractors

    10. (Included in full purchase)

      Understanding Form W-9

    11. (Included in full purchase)

      Understanding Form 1099-NEC

    12. (Included in full purchase)

      Understanding Forms W-2, 941, and 940

    13. (Included in full purchase)

      Payroll-Tax Responsibilities

    14. (Included in full purchase)

      Introduction to S Corporation Tax Treatment

    15. (Included in full purchase)

      Reasonable Compensation Awareness

    16. (Included in full purchase)

      Common Business Tax Mistakes

    17. (Included in full purchase)

      Tax Preparation Versus Tax Planning

    18. (Included in full purchase)

      Module Review and Practical Application

    19. (Included in full purchase)

      Module 4 Knowledge Check

    1. (Included in full purchase)

      Understanding Texas Business Compliance

    2. (Included in full purchase)

      Texas Sales and Use Tax

    3. (Included in full purchase)

      Determining Whether a Sales-Tax Permit May Be Required

    4. (Included in full purchase)

      Taxable Products and Taxable Services

    5. (Included in full purchase)

      Collecting and Remitting Sales Tax

    6. (Included in full purchase)

      Maintaining Sales-Tax Records

    7. (Included in full purchase)

      Understanding Texas Franchise Tax

    8. (Included in full purchase)

      Texas Public Information Reporting

    9. (Included in full purchase)

      Assumed Names and Business Registrations

    10. (Included in full purchase)

      Professional and Industry Licensing

    11. (Included in full purchase)

      Maintaining Active Business Status

    12. (Included in full purchase)

      Creating an Annual Compliance Calendar

    13. (Included in full purchase)

      Common Texas Compliance Mistakes

    14. (Included in full purchase)

      Module Review and Practical Application

    15. (Included in full purchase)

      Module 5 Knowledge Check

    1. (Included in full purchase)

      Why the IRS Sends Notices

    2. (Included in full purchase)

      How to Read an IRS Notice

    3. (Included in full purchase)

      Identifying the Notice Number and Tax Year

    4. (Included in full purchase)

      Understanding Response Deadlines

    5. (Included in full purchase)

      Balance-Due Notices

    6. (Included in full purchase)

      Proposed Adjustment Notices

    7. (Included in full purchase)

      Examination and Audit Notices

    8. (Included in full purchase)

      Identity-Verification Letters

    9. (Included in full purchase)

      Penalty Notices

    10. (Included in full purchase)

      IRS Collection Notices

    11. (Included in full purchase)

      What to Do After Receiving an IRS Notice

    12. (Included in full purchase)

      Documents to Gather Before Responding

    13. (Included in full purchase)

      Understanding Taxpayer Representation

    14. (Included in full purchase)

      Enrolled Agents, CPAs, and Attorneys

    15. (Included in full purchase)

      Understanding Form 2848

    16. (Included in full purchase)

      General Tax-Resolution Options

    17. (Included in full purchase)

      Installment-Agreement Awareness

    18. (Included in full purchase)

      Penalty-Abatement Awareness

    19. (Included in full purchase)

      Currently-Not-Collectible Status Awareness

    20. (Included in full purchase)

      Offer-in-Compromise Awareness

    21. (Included in full purchase)

      When Professional Assistance Is Needed

    22. (Included in full purchase)

      Part A Review and Practical Application

    23. (Included in full purchase)

      Understanding Business Fraud Risk

    24. (Included in full purchase)

      IRS Impersonation Scams

    25. (Included in full purchase)

      Phishing Emails and Fraudulent Text Messages

    26. (Included in full purchase)

      Fake Tax-Relief Companies

    27. (Included in full purchase)

      Fraudulent Business Grants

    28. (Included in full purchase)

      Government-Contracting Scams

    29. (Included in full purchase)

      Fake Invoices and Vendor Fraud

    30. (Included in full purchase)

      Business Email Compromise

    31. (Included in full purchase)

      Unauthorized Banking Activity

    32. (Included in full purchase)

      Protecting the Business EIN

    33. (Included in full purchase)

      Password and Account Security

    34. (Included in full purchase)

      Multifactor Authentication

    35. (Included in full purchase)

      Protecting Customer and Employee Information

    36. (Included in full purchase)

      Establishing Internal Financial Controls

    37. (Included in full purchase)

      Responding to Suspected Fraud

    38. (Included in full purchase)

      Part B Review and Practical Application

    39. (Included in full purchase)

      Module 6 Knowledge Check

    1. (Included in full purchase)

      Business Financial Readiness

    2. (Included in full purchase)

      Becoming Bank-Ready

    3. (Included in full purchase)

      Financial Documents Lenders May Request

    4. (Included in full purchase)

      Business Credit and Personal Guarantees

    5. (Included in full purchase)

      Preparing Cash-Flow Projections

    6. (Included in full purchase)

      Understanding Grant Readiness

    7. (Included in full purchase)

      For-Profit Versus Nonprofit Grant Opportunities

    8. (Included in full purchase)

      Developing Organizational and Program Budgets

    9. (Included in full purchase)

      Financial Controls for Grant Funds

    10. (Included in full purchase)

      Part A Review and Practical Application

    11. (Included in full purchase)

      Introduction to Government Contracting

    12. (Included in full purchase)

      Vendor Registration Readiness

    13. (Included in full purchase)

      Developing a Capability Statement

    14. (Included in full purchase)

      Understanding Direct and Indirect Costs

    15. (Included in full purchase)

      Pricing Products and Services

    16. (Included in full purchase)

      Contract Cash-Flow Planning

    17. (Included in full purchase)

      Invoicing and Payment Documentation

    18. (Included in full purchase)

      Contract Compliance and Audit Readiness

    19. (Included in full purchase)

      Preparing for Business Growth

    20. (Included in full purchase)

      Creating a 90-Day Business Action Plan

    21. (Included in full purchase)

      Module Review and Practical Application

    22. (Included in full purchase)

      Module 7 Knowledge Check

    1. (Included in full purchase)

      Introduction to Your 90-Day Compliance Action Plan

    2. (Included in full purchase)

      Section 1: Business Financial Setup

    3. (Included in full purchase)

      Section 2: Bookkeeping Corrections Needed

    4. (Included in full purchase)

      Section 3: Tax Responsibilities Checklist

    5. (Included in full purchase)

      Section 4: Texas Compliance Deadlines

    6. (Included in full purchase)

      Section 5: Recordkeeping Improvements

    7. (Included in full purchase)

      Section 6: Fraud Protection Measures

    8. (Included in full purchase)

      Section 7: Funding and Contract Readiness Goals

    9. (Included in full purchase)

      Section 8: Professional Assistance Needed

    10. (Included in full purchase)

      Immediate Action Items (Next 7 Days)

    11. (Included in full purchase)

      30-60-90 Day Goals

    12. (Included in full purchase)

      Submitting Your Action Plan

    13. (Included in full purchase)

      Certificate Requirements Checklist

    14. (Included in full purchase)

      A Final Word From Dr. Adams

Course Access and Support

Online and self-paced Six months of course access from the date of enrollment Email support for course-related questions Certificate of completion after meeting all course requirements Digital-course purchases are final and nonrefundable

Enroll in Beyond the LLC Today

Get instant access to all 9 chapters — including all 7 core modules — your 90-Day Compliance Action Plan, and your certificate of completion. $997 one-time enrollment.

$997.00

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